The 30 Best Firm financials in New York City, New York

Daniel Peterson is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Daniel holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Daniel is dedicated to helping individuals and small business owners achieve their financial goals. Contact Daniel Peterson at Ameriprise Financial Services for comprehensive and tailored financial planning services.

Raymond James Financial Services is a finance institution located at 186 West Main Street in Smithtown, New York, United States. With a focus on providing comprehensive financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced advisors is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.

The Financial Planning Association is a reputable institution located at 140 Fell Court in Hauppauge, New York, United States. As a finance-focused organization, they provide expert guidance and resources to help individuals and businesses effectively manage their finances and plan for the future. Whether you are looking to create a budget, save for retirement, or invest in the stock market, the Financial Planning Association offers a range of services to meet your financial needs. With a team of experienced professionals, they are dedicated to helping their clients achieve their financial goals and secure their financial future.

Harris & Associates Financial Management - Ameriprise Financial Services, LLC is a finance institution located at 1200 Veterans Memorial Highway, Hauppauge, New York, United States. Each Ameriprise advisor at this institution has “Top areas of focus” to help you achieve your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. Fill out the “Request consultation” form to connect with your desired advisor, who will then reach out to schedule a complimentary initial consultation. Contact Harris & Associates Financial Management - Ameriprise Financial Services, LLC to take control of your financial future.

Merrill Lynch Financial Advisor Eugene Avila, located at 114 West 47th Street in New York, New York, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is composed of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting to changes over time. By starting with a conversation to identify and prioritize your goals, the team at Merrill Lynch helps you make investment-related decisions that align with your personal values and aspirations. Through the Investment Personality Assessment, Merrill gets to know you better as an investor, allowing for a customized financial approach tailored to your unique goals. With a commitment to integrity and transparency, the team at Merrill Lynch works together to help clients realize their full potential, offering services such as portfolio management, estate planning, and retirement plan strategies. By providing personalized plans centered on your goals and adapting to changes in your life and the financial markets, Merrill Lynch aims to help you achieve what's most important to you. Contact Merrill Lynch Financial Advisor Eugene Avila to start building a customized investment approach that addresses your needs and pursues your goals.

Merrill Lynch Financial Advisor Robert Rijo is a finance institution located at 114 West 47th Street, New York, New York, United States. They offer personalized financial strategies to help clients pursue their long-term goals. The Silverstein Group, supported by experienced specialists, focuses on addressing the investing and wealth management needs of institutions, high net worth individuals, and families. As Bank of America Retirement Benefits Consultants, they provide thoughtful investment advice and personalized service tailored to each client's specific goals. The team at The Silverstein Group is dedicated to building strong client relationships based on trust and personalized service. Please note that by working with Merrill Lynch, you are leaving Bank of America.

Andrew Meyer Horowitz is a financial advisor at Ameriprise Financial Services, LLC located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Andrew is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, Andrew ensures that his clients receive the highest level of financial advice and support.

Merrill Lynch Financial Advisor Stefani Bollag Masry, located at 225 Liberty Street, New York, offers expert financial advice and services to clients across all 50 states, the District of Columbia, and several US territories. With over 15,000 Merrill Lynch Financial Advisors nationwide, the institution helps clients achieve their financial goals and create the lives they desire. Specializing in asset allocation, diversification, and financial planning, the institution provides a wide range of brokerage and investment advisory services. While investing involves risks, Merrill Lynch Financial Advisors are dedicated to helping clients navigate the complexities of the financial world. As a subsidiary of Bank of America Corporation, Merrill Lynch upholds the highest standards of integrity and professionalism in the financial industry. Consult with Merrill Lynch Financial Advisor Stefani Bollag Masry to start your journey towards financial success.

Merrill Lynch Financial Advisor Jacqueline Ramsey is a trusted finance institution located at 225 Liberty Street in New York, United States. Our team believes in understanding your life priorities to create a personalized financial plan tailored to your goals and aspirations. With a focus on building strong client relationships, we offer individually tailored advice and guidance to help you pursue your financial goals at every stage of your life. Our team of experienced Financial Advisors has been recognized for exemplary client service by financial industry publications and Bank of America Corporation. We offer a comprehensive approach to wealth management, supported by the global resources of Merrill, to help you achieve what's most important to you.

Leslie Schwartz - RBC Wealth Management Financial Advisor is a leading financial institution located at 1211 6th Avenue in New York, New York, United States. As a trusted advisor, Leslie Schwartz provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Leslie Schwartz and the team at RBC Wealth Management are committed to providing exceptional service and expert guidance to clients seeking to secure their financial future.

Lenert Financial Group is a leading finance institution located in the heart of New York City at 120 Broadway. With a reputation for excellence and expertise in the financial industry, Lenert Financial Group offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lenert Financial Group is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you achieve financial success.

Simons Financial Network is a leading finance institution located at 175 West 93rd Street in New York, New York, United States. Our team of experienced financial professionals provide personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-term relationships based on trust and superior service. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Dora Fiala, located at 225 Liberty Street, New York, offers personalized wealth management services to high-net-worth clients in the U.S. and internationally. With over three decades of experience, Dora is known for her trusted relationships and client-focused approach. She believes in customizing strategies to meet each client's unique goals, emphasizing risk-managed investing and diversification. Dora's team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. Through thoughtful conversations and ongoing support, Dora helps clients pursue their financial aspirations and navigate life's changes. As a Merrill Lynch Wealth Management Advisor, Dora is committed to helping clients achieve their goals and stay on track, no matter what challenges may arise.

Merrill Lynch Financial Advisor Rubin Magit is a reputable finance institution located at 114 West 47th Street in New York, New York, United States. With a strong focus on providing expert financial advice and guidance, Rubin Magit and his team strive to help clients achieve their financial goals and secure their financial future. From investment strategies to retirement planning, Merrill Lynch Financial Advisor Rubin Magit offers a wide range of services tailored to meet the unique needs of each individual client. Trustworthy, experienced, and dedicated, this institution is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

National Financial Network, Inc. is a reputable finance and insurance agency located at 261 Madison Avenue in New York City. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, insurance coverage, or estate planning, National Financial Network, Inc. has the expertise to help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions. Contact them today to schedule a consultation and secure your financial future.

Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts a team of professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance on a wide range of financial topics, including asset management, retirement planning, estate planning, investment strategies, insurance products, and much more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Geri Pell - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.

Paul N Donas - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 530 5th Avenue, New York, New York, United States. The institution offers a wide range of financial services and is staffed by professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Paul N Donas have the expertise and commitment to provide high-quality financial advice and services to their clients. Whether you are looking for retirement planning, estate planning, investment management, or assistance with special financial needs, the team at Paul N Donas is equipped to help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Walter G. Casagrande, Jr is a finance institution located at 200 Park Avenue, New York, New York, United States. With a deep understanding of your financial picture, they can create a flexible strategy tailored to your goals. They offer investment insights from Merrill and banking solutions from Bank of America. The institution focuses on personalized wealth management strategies and actively participates in community service. They provide personalized plans through Merrill Personal Wealth Analysis™ and help clients pursue their financial goals. By understanding your investment preferences through the Investment Personality Assessment, they can customize a financial approach to meet your needs. They believe in a client-first approach, continuously updating financial plans to reflect changes in life and goals. The team of advisors is committed to helping clients navigate the financial landscape and achieve their goals. With a focus on building a customized investment approach, they provide personalized strategies and comprehensive financial solutions. Walter Casagrande is registered to do business in multiple states and offers the latest investment insights and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Richard S Wald, located at 560 Lexington Avenue in New York, is a premier finance institution dedicated to providing top-tier professionalism, responsiveness, and service to its clients. As part of the 712 Investment Group, operating under Merrill Lynch Wealth Management, the team has over 20 years of experience in wealth management. With offices in New York, San Francisco, and Charleston, the team offers a boutique family office experience with the resources of a global financial institution. The team, led by Managing Directors Richard Wald and Travis O'Brien, focuses on listening to clients to understand their financial goals and create tailored wealth management strategies. With access to industry-leading research and investment managers, the team develops custom strategies aligned with clients' goals, risk tolerance, and tax considerations. They also specialize in helping affluent families, foundations, and institutions achieve their charitable objectives.

Stormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.

Jay Himmelstein - Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street, New York, New York, United States, is a trusted institution in the finance industry. Whether you are planning for retirement, education, or a major purchase, Jay Himmelstein provides personalized investment, asset allocation, and portfolio recommendations tailored to your goals and risk tolerance. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Jay Himmelstein can help you achieve financial success. Please note that securities business is conducted only with residents of states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing peace of mind to clients. Referrals are welcomed, and your friends or family members can expect to hear from Jay Himmelstein soon to discuss their financial goals.

Merrill Lynch Financial Advisor Gerard J. Andrews, located at 114 West 47th Street in New York, offers personalized wealth management services that prioritize the needs and goals of the investor. The Andrews Group, led by Jerry Andrews, provides tailored financial strategies designed to help clients pursue their goals and adjust their approach over time. With a focus on preserving invested capital while seeking growth opportunities, the team at Merrill Lynch leverages the resources and insights of the firm to create customized investment portfolios. Clients benefit from a highly communicative and proactive service model, backed by a team with over a century of combined investment experience. The Andrews Group also specializes in values-based investing, helping clients align their investments with their beliefs and priorities. Whether you are planning for retirement, building your legacy, or seeking to achieve other financial goals, Merrill Lynch Financial Advisor Gerard J. Andrews is dedicated to helping you navigate the complexities of your financial life and build a personalized wealth management approach for the future.

Merrill Lynch Financial Advisor Shawn W. Hanna, located at 200 Park Avenue, New York, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. As financial advisors at Merrill Lynch Wealth Management, they focus on your family, goals, and priorities, adapting to changes over time. They offer advice and guidance to help successful individuals and families pursue their financial goals, placing you at the center of their focus. By developing a personalized plan based on your priorities, risk tolerance, time horizon, liquidity needs, and financial goals, they work with you to manage, grow, and preserve your wealth. With access to investment insights from Merrill and banking solutions from Bank of America, they aim to address your financial needs. The institution puts the interests of customers first, as stated by founder Charles Merrill in 1914. They offer services to help you tackle any financial challenge you may face and help you make investment decisions to reach your goals. Through tools like the Merrill Personal Wealth Analysis™, they can build a personalized plan centered on your goals. They understand that life and financial markets change, and will regularly review and adjust your financial approach to keep you on track. By getting to know you personally, they can offer advice tailored to your personality and priorities. Working with a Merrill Lynch Wealth Management Advisor means having a dedicated partner to help you navigate the complexities of your financial life and create a customized investment approach to pursue your goals. They are committed to putting you first and providing personalized investment strategies and comprehensive financial solutions. Whether you are planning for retirement, buying a home, funding education, or passing on wealth, they are there to guide you every step of the way.

Merrill Lynch Financial Advisor Michael Wasserman, located at 225 Liberty Street in New York, offers personalized financial services to help clients achieve their goals. With over 35 years of experience, Michael is dedicated to understanding each client's unique needs and aspirations. He believes in a goals-based approach to wealth management, focusing on long-term financial success. By combining his expertise with the resources of Merrill Lynch and Bank of America, Michael helps clients navigate complex financial decisions and build customized investment strategies. Whether planning for retirement, funding education, or passing wealth to future generations, Michael is committed to providing trusted advice and personalized service. His client-centric approach, rooted in education and collaboration, has earned him the trust of a diverse range of clients, including attorneys, physicians, entrepreneurs, and corporate executives. With a passion for helping clients achieve their financial objectives, Michael strives to be a trusted advisor, educator, and facilitator. He values building strong client relationships based on trust, integrity, and personalized service. Contact Michael Wasserman for a goals-based approach to wealth management and realistic discussions about meeting your financial objectives.

Merrill Lynch Financial Advisor Joseph Madonna IV is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and several US territories, clients are guided towards achieving their desired lifestyles. The institution emphasizes the importance of connecting with the right advisor based on location, as investing always involves risk. Merrill Lynch offers a range of brokerage, investment advisory, and other services, but does not provide legal, tax, or accounting advice. Trusted affiliates of Bank of America Corporation, Merrill Lynch ensures clients have access to a variety of investment products, insurance, annuities, trust and fiduciary services, and banking products. Various certifications and marks demonstrate the institution's commitment to providing quality financial services. Clients can expect personalized and informative guidance to help make informed financial decisions.

Dinosaur Financial Group, LLC is a finance institution located at 33 Whitehall Street in New York, New York, United States. Please read the disclaimer carefully before proceeding. Users of this website must ensure they are observing all applicable laws and regulations in their relevant jurisdictions before accessing the information provided. By accessing the information, users are confirming that they are allowed to do so under the laws and regulations of their jurisdiction. The institution does not provide an invitation to invest or deal in the shares of the Company.

Fulton Financial is a reputable finance institution located at 1397 Fulton Street in New York, United States. With a strong presence in the financial industry, Fulton Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for banking, lending, or investment services, Fulton Financial is committed to providing top-notch service and helping clients navigate the complexities of the financial world.

Merrill Lynch Financial Advisor James Pace is a finance institution located at 200 Park Avenue, New York, New York, United States. James Pace is committed to building and maintaining strong relationships with clients, offering personalized financial advice and solutions. With a background in wealth management and a focus on educating entrepreneurs and business owners, James aims to help clients make informed financial decisions that align with their goals and priorities. Supported by the global resources of Merrill, James and his team provide tailored financial plans and strategies to help clients manage, grow, and preserve their wealth. By understanding each client's individual needs and goals, James works to create personalized approaches that can help turn aspirations into reality. With a focus on client relationships, Merrill Lynch Wealth Management Advisors like James Pace prioritize the financial well-being and success of their clients, offering comprehensive financial solutions and personalized investment strategies.

Hindsight Financials & Insurance Services, LLC. is a reputable finance and insurance institution located at 1431 Nostrand Avenue in New York, United States. With a strong focus on providing comprehensive financial solutions and insurance services, we cater to individuals and businesses alike. Our team of experts is dedicated to helping clients navigate the complexities of the financial world and secure their future. Whether you need assistance with investments, retirement planning, insurance coverage, or general financial advice, Hindsight Financials & Insurance Services, LLC. is here to help. Trust us to be your reliable partner in achieving your financial goals.

Merrill Lynch Financial Advisor Deborah Kamer is a finance institution located at 6965 Yellowstone Boulevard in New York, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Their team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They believe in managing your wealth by understanding your full financial picture and creating flexible strategies to navigate changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, they can help you pursue your goals through personalized wealth management strategies.